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Blackbaud

222 hedge funds and large institutions have $3.15B invested in Blackbaud in 2016 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 84 increasing their positions, 82 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 25

3% more funds holding

Funds holding: 215222 (+7)

2% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 82

4% less capital invested

Capital invested by funds: $3.27B → $3.15B (-$125M)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

63% less call options, than puts

Call options by funds: $773K | Put options by funds: $2.12M

Holders
222
Holders Change
+7
Holders Change %
+3.26%
% of All Funds
5.92%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.13%
New
34
Increased
84
Reduced
82
Closed
25
Calls
$773K
Puts
$2.12M
Net Calls
-$1.34M
Net Calls Change
-$1.53M
Name Holding Trade Value Shares
Change
Change in
Stake
NAM
51
Nichols Asset Management
Massachusetts
$8.44M -$64.2K -1,097 -0.8%
Marshall Wace
52
Marshall Wace
United Kingdom
$8.44M +$4.87M +83,190 +163%
New York State Teachers Retirement System (NYSTRS)
53
New York State Teachers Retirement System (NYSTRS)
New York
$7.83M
CM
54
Castleark Management
Illinois
$6.79M -$174K -2,970 -3%
California Public Employees Retirement System
55
California Public Employees Retirement System
California
$6.74M -$35.1K -600 -0.6%
Morgan Stanley
56
Morgan Stanley
New York
$6.6M -$712K -12,172 -10%
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$6.26M +$740K +12,660 +15%
Asset Management One
58
Asset Management One
Japan
$6.19M +$348K +5,955 +6%
GCP
59
Garelick Capital Partners
Massachusetts
$5.98M -$1.48M -25,275 -21%
Deutsche Bank
60
Deutsche Bank
Germany
$5.8M +$454K +7,761 +9%
PIP
61
Permian Investment Partners
Texas
$5.44M -$7.71M -131,767 -60%
PC
62
Pier Capital
Connecticut
$5.4M +$5.02M +85,917 New
TA
63
Teachers Advisors
New York
$5.28M +$929K +15,889 +23%
Swiss National Bank
64
Swiss National Bank
Switzerland
$4.72M +$889K +15,200 +24%
SHWM
65
Smith & Howard Wealth Management
Georgia
$4.49M +$3.56M +60,839 +579%
AAM
66
AMI Asset Management
California
$4.4M +$451K +7,718 +12%
State Farm Mutual Automobile Insurance
67
State Farm Mutual Automobile Insurance
Illinois
$4.29M
CCM
68
Cupps Capital Management
Illinois
$4.2M -$2.46M -42,024 -39%
RhumbLine Advisers
69
RhumbLine Advisers
Massachusetts
$4.01M +$73.4K +1,255 +2%
Ohio Public Employees Retirement System (OPERS)
70
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.97M -$493K -8,432 -12%
BG
71
BlackRock Group
United Kingdom
$3.9M +$282K +4,830 +8%
Barclays
72
Barclays
United Kingdom
$3.79M -$2.1M -35,955 -37%
HS
73
HighVista Strategies
Massachusetts
$3.52M +$1.13M +19,395 +53%
Citigroup
74
Citigroup
New York
$3.26M +$1.44M +24,698 +91%
MCM
75
Marsico Capital Management
Colorado
$3.2M +$789K +13,494 +36%

BLKB Hedge Fund Activity: Q1 2016 in Review

222 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Blackbaud (BLKB) for Q1 2016, worth a combined $3.15B — down 3.8% from $3.27B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new BLKB positions and 25 closed out — a net gain of 9 holders — while 84 added to existing stakes and 82 trimmed.

The largest buyer was Select Equity Group, adding an estimated $24.8M. The largest seller was Cortina Asset Management, cutting an estimated $18.4M.

  • 222 institutional investors held Blackbaud (BLKB) as of Q1 2016, up from 215 in Q4 2015.
  • Funds reported $3.15B of Blackbaud stock for Q1 2016, down 3.8% quarter-over-quarter.
  • 34 funds opened new Blackbaud positions in Q1 2016 and 25 closed out, a net change of +9 holders.
  • The largest Blackbaud buyer in Q1 2016 was Select Equity Group, an estimated $24.8M added.
  • The largest Blackbaud seller in Q1 2016 was Cortina Asset Management, an estimated $18.4M sold.

Based on aggregated 13F filings for Q1 2016.